LICENCE
CRM Setup Checklist (HubSpot and Pipedrive), version 1.0

The Pipeline Fixer, Chanel Greeff, help@thepipelinefixer.com


1. WHAT YOU MAY DO

You have a free single-business licence. You may:

  - Use these files inside your own business, on any number of your own devices.
  - Share them with employees and contractors of your business, for use on
    your business's work.
  - Edit, rename, restructure and rebrand the files however you like for your
    own internal use.
  - Use them commercially - to set up and run your own CRM.


2. WHAT YOU MAY NOT DO

You may not:

  - Resell, sublicense, rent or give away these files, in original or modified
    form, as a product or as part of a product.
  - Publish them anywhere publicly accessible, including file-sharing sites,
    template marketplaces, membership sites or free download pages.
  - Distribute them to clients as a deliverable, or use them as the basis of a
    template product of your own.

If you are a CRM consultant, implementation partner or agency and want to use
these files with clients, a separate licence is available. Email
help@thepipelinefixer.com and ask.


3. OWNERSHIP

Copyright in these files, their structure, wording and design remains with the
author. Holding a licence does not transfer copyright.

HubSpot and Pipedrive are trademarks of their respective owners. This product is
independent and is not affiliated with, endorsed by or sponsored by either
company.


4. WHAT THIS COSTS

Nothing. These files are free and there is nothing to refund. The paid Build
Kit is a separate product with its own licence.


5. NO WARRANTY, AND LIMITATION OF LIABILITY

These files are provided as they are. They are business tools, not professional
advice.

Menu paths reflect HubSpot and Pipedrive layouts as at September 2026. Both
vendors change their interfaces from time to time, and the author has no control
over this.

The POPIA section of the guide is general information about commonly accepted
good practice. It is not legal advice, it does not cover every situation, and it
is not a substitute for a qualified attorney reviewing your position.

To the fullest extent permitted by law, the author is not liable for any loss of
revenue, profit, data or opportunity arising from the use of these files,
including any loss arising from a data import. You are responsible for backing up
your own data before importing it, and for the decisions you make using this
material.

Nothing in this licence excludes or limits liability where it cannot lawfully be
excluded or limited.


6. SUPPORT AND UPDATES

Reasonable support is provided by email for questions about how the files work.
Corrected and updated versions - including revisions when menu paths move - are
published at thepipelinefixer.com/templates at no cost.


7. GOVERNING LAW

This licence is governed by the laws of the Republic of South Africa.


By downloading and using these files you accept the terms above.
